Pineridge Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Sell
1,577
-2,940
-65% -$282K 0.05% 57
2025
Q1
$431K Sell
4,517
-400,513
-99% -$38.2M 0.17% 26
2024
Q4
$37.4M Buy
405,030
+44,573
+12% +$4.12M 14.15% 2
2024
Q3
$35.4M Buy
360,457
+211,441
+142% +$20.7M 13.38% 2
2024
Q2
$14M Buy
149,016
+9,279
+7% +$869K 4.76% 5
2024
Q1
$13.2M Sell
139,737
-2,229
-2% -$211K 4.65% 6
2023
Q4
$13.7M Buy
+141,966
New +$13.7M 4.53% 7